Samvardhana Motherson International Limited · NSE:MOTHERSON
Samvardhana Motherson International — Q2 FY2026-27 Earnings Presentation
34 slides from Samvardhana Motherson International's earnings presentation, Nov 5, 2026
Slide 1: Exchange filing cover letter for Q2 FY27 results
Samvardhana Motherson International Limited Head Office: C-14 A & B, Sector 1, Noida – 201301 Distt. Gautam Budh Nagar, U.P. India Tel: +91-120-6752100, 6752278, Fax: +91-120-2521866, 2521966, Website: www.motherson.com November 5, 2026 BSE Limited National Stock Exchange of India Limited Phiroze Je
Slide 2: Q2 FY 2026-27 Results
Samvardhana Motherson International Limited. Q2 FY 2026-27 Results November 2026 (All figures are Rs. in Crores unless specifically mentioned)
Slide 3: Record Revenues cap off a strong First Half
Key Highlights 01/02. Record Revenues cap off a strong First Half. Highest ever Performance at a glance. quarterly and half External Environment (Q2FY27) yearly revenue driven by • Global LV production declined, led by Q2FY27 vs Q2FY26. H1FY27 vs H1FY26. acquisitions and China, while South Asia supp
Slide 4: Positioned for Sustained Growth
Key Highlights 02/02. Positioned for Sustained Growth. Other Highlights Strong Booked Stable Net Leverage 01 New Acquisition Announced Business of Ratio at 0.8x Rotary Connectors (India); USD 106 billion* Circular Connectors and All-time high Strong balance sheet provides ample capacity to pursue In
Slide 5: Macroeconomic and Automotive Industry Outlook
Macroeconomic and Automotive Industry Outlook. 4
Slide 6: Geopolitical Tensions Driving Cost Inflation & Monetary Tightness
Geopolitical Tensions Driving Cost Inflation & Monetary Tightness. Copper & Aluminium Copper: 44% YoY World Container Index 154% YoY & 7% QoQ Polymer Price for Germany 44% YoY & -12% QoQ USD / Metric Tonne1 Aluminium: 23% YoY (USD2) due to ME crisis Euro/ Metric Tonne due to ME crisis Copper Alum in
Slide 7: China Weakness and Geopolitical Disruption Drives Industry Slowdown
China Weakness and Geopolitical Disruption Drives Industry Slowdown. Data represents automotive production volumes on YoY basis Global. Europe. North America. Light Vehicles Commerc ial Vehicles Light Vehicles Commercial Vehicles Light Vehicles Commercial Vehicles 2.7% 43.6% 7.6% -0.6% -2.3% -3.8% P
Slide 8: Financial performance
. Financial performance. 7
Slide 9: Best-ever Half Yearly Revenues
Best-ever Half Yearly Revenues. Consolidated Financial Performance H1FY27 vs H1FY26 (all figures are Rs. in Crores) Revenue EBITDA Normalized PAT (Concern Share) 22% YoY 25% YoY 45% YoY 8 0 , 0 0 7 9 , 0 0 7 8 , 0 0 7 7 , 0 0 7 6 , 0 0 7 5 , 0 0 73,524 8.8% 8.6% 7 4 , 0 0 60,385 7 3 , 0 0 7 2 , 0 0
Slide 10: Highest-ever Quarterly Revenues
Highest-ever Quarterly Revenues. Consolidated Financial Performance Q2FY27 vs Q2FY26 (all figures are Rs. in Crores) Revenue EBITDA Normalized PAT (Concern Share) 27% YoY 23% YoY 37% YoY 9.0% 8.8% 44,00 0 38,280 42,00 0 40,00 0 2, 000 38,00 0 22. 0% 1, 800 3,353 36,00 0 1, 600 1,175 20. 0% 34,00 0 3
Slide 11: Strong & Diversified Booked Business
Strong & Diversified Booked Business. Booked Business by Segments Diversification at Play Automotive (EV) 19% Wiring Harness 13% Automotive 29% 79% USD 7% MPP 106 Bn* Non-Automotive Vision Systems (as on 30th 17% September 2026) 2% Integrated Assemblies 34% Emerging Business Booked Business by Geogr
Slide 12: Continued Investments across Businesses to Support Customers
Continued Investments across Businesses to Support Customers. (all figures are Rs. in Crores) Capex 57% 59% Capex 53% Capex guidance spend 60% 52% 52% 2, 500 49% well within the is for FY27 reduced Rs. 6,000 Cr 44% 50% 1,971 guidance for the (+/-10%) 2, 000 39% year 36% 1,594 1,664 1,614 40% 32% 1,5
Slide 13: Capacity Expansion: 17 Facilities at Different Stages of Completion
Capacity Expansion: 17 Facilities at Different Stages of Completion. No. of Business Ongoing Country Product Capability SOP Division Projects India Wires Backward Integration Q1FY28* Wiring Harness 03 Morocco Wiring Harness Capacity Expansion Q4FY28* Photograph to be added Poland Wires Backward Inte
Slide 14: Stable Leverage Underpinned by Disciplined Capital Allocation
Stable Leverage Underpinned by Disciplined Capital Allocation and Prudent Growth Investments. (all figures are Rs. in Crores) Financial Leverage Ratio1,2 Policy 2.5x 2. 5 1.9 35, 000 2. 0 Sustaining 30, 000 1.4 Stable Leverage 1.4 25, 000 1.2 1. 5 financial Ratio despite 20, 000 sizeable discipline
Slide 15: Focus on long-term value creation with industry agnostic capabilities
Focus on long- term value creation with industry agnostic capabilities. 14
Slide 16: A global D.E.M.A.L. specialist
A global Design, Engineering, Manufacturing, Assembly and Logistics (D.E.M.A.L.) specialist… Combining operational excellence, capabilities and strategic global Unlocking new growth opportunities presence to power multi-industry expansion across multiple industries Operational Mindset Capabilities C
Slide 17: A Well-Diversified Global Presence
…with a Well-Diversified Global Presence. 25 27 29 31 33 26 28 30 32 Supporting 24 customers from over 22 23 475 facilities across 21 20 47 countries 19 18 17 16 15 34 14 4 13 35 12 36 Bases established A mix of design & 3 11 37 for Aerospace, 10 engineering centres, 9 38 Logistics, Health and 8 man
Slide 18: Consistently Improving Diversification Across all 3 Cs (3CX10)
Consistently Improving Diversification Across all 3 Cs (3CX10). Component wise. Customer wise. Country wise. (top 20 customers) Volkswagen 8% India Wiring Harnes s 30% 23% Mercedes Benz 7% USA 19% Vision System 13% Maruti Suz uki 6% Aud i 6% Germany 15% Bumpers* 10% Honda Cars 5% China 8% Integrated
Slide 19: Divisional Performance
Divisional Performance. 18
Slide 20: Expanding the Product Portfolio to Unlock New Growth Opportunities
Expanding the Product Portfolio to Unlock New Growth Opportunities. 01 Wiring Harness 02 Vision Systems 03 Modules & 04 Integrated 05 Emerging Key Product range of Key Product range of Polymer Products Assemblies Businesses Motherson Autoelectric Shenzhen Autocruis • PV & CV Wiring Harnesses • Camer
Slide 21: Healthy Revenue and EBITDA Growth Across Business Divisions
Healthy Revenue and EBITDA Growth Across Business Divisions. Business Division Wise Financial Performance1: H1FY27 vs H1FY26. (all figures are Rs. in Crores) Wiring Modules and Vision Integrated Emerging Harness. Polymer Products. Systems. Assemblies. Businesses. Revenues Revenues Revenues Revenues
Slide 22: Robust Revenue and EBITDA Growth Across Business Divisions
Robust Revenue and EBITDA Growth Across Business Divisions. Business Division Wise Financial Performance1: Q2FY27 vs Q2FY26. (all figures are Rs. in Crores) Wiring Modules and Vision Integrated Emerging Harness. Polymer Products. Systems. Assemblies. Businesses. Revenues Revenues Revenues Revenues R
Slide 23: Wiring Harness: Strong Performance with Robust Growth Outlook
Wiring Harness: Strong Performance with Robust Growth Outlook. (all figures are Rs. in Crores) Revenue EBITDA Revenue by Geography (H1FY27) 68% YoY 49% YoY 60% YoY 43% YoY 6% Europe 8% 20% 25,662 11.1% North America 10.9% 10.5% 10.5% 17,190 10.0% India 14,382 2,685 11,280 1,877 37% 29% China 8,550 1
Slide 24: MPP: Muted Demand; Cost Optimization supports Margins
MPP: Muted Demand; Cost Optimization supports Margins. (all figures are Rs. in Crores) Revenue EBITDA Revenue by Geography (H1FY27) 4% YoY 7% YoY 16% YoY 18% YoY 8.3% 10% Europe 32,651 7.6% 6% 30,382 7.4% North America 6.9% 6.9% 10% 2,468 India 2,096 54% 15,374 16,695 15,956 1,324 China 1,138 1,144
Slide 25: Vision Systems: Resilient Performance with Continued Focus on Margin Sustainability
Vision Systems: Resilient Performance with Continued Focus on Margin Sustainability. (all figures are Rs. in Crores) Revenue EBITDA Revenue by Geography (H1FY27) 7% YoY 8% YoY 6% YoY 8% YoY 16% Europe 11,072 9.2% 9.2% 9.2% 9.2% 9.2% North America 10,221 41% 942 1,019 18% India 5,084 5,654 5,418 Chin
Slide 26: Integrated Assemblies: Navigating Market Challenges While Maintaining Margins
Integrated Assemblies: Navigating Market Challenges While Maintaining Margins. (all figures are Rs. in Crores) Revenue EBITDA Revenue by Geography (H1FY27) 3% YoY 4% YoY 3% YoY 10% YoY 5,599 4% 5,399 12.6% 8% Europe 12.5% 12.2% 12.3% 11.8% 697 North America 637 27% 2,950 2,580 2,650 61% China 372 32
Slide 27: Continued Investments to Drive Accelerated Growth within New Businesses
Continued Investments to Drive Accelerated Growth within New Businesses entered leveraging D.E.M.A.L. Capabilities. Consumer Electronics. Aerospace. • Delivered strong revenue • Trial production at the 3rd • Aerospace business • Acquisition of Rotary growth and improved facility commenced in deliver
Slide 28: Annexure
motherson afl Annexure
Slide 29: Summary of Divisional Financial Performance
Summary of Divisional Financial Performance. (all figures are Rs. in Crores) Q2FY26 Q2FY27 H1FY26 H1FY27 Business Division EBITDA EBITDA EBITDA EBITDA Revenue EBITDA Revenue EBITDA Revenue EBITDA Revenue EBITDA % % % % Wiring Harness 8,550 894 10.5% 14,382 1,432 10.0% 17,190 1,877 10.9% 25,662 2,685
Slide 30: Consolidated Debt Status, Reference Rates, and Notes
Consolidated Debt Status, Reference Rates, and Notes. (all figures are Rs. in Crores) Copper Rates. A. Net Debt including Lease liabilities. Average Q2 FY26 Q1 FY27 Q2 FY27 Rs. In Jun-24 Sep-24 Dec-24 Mar-25 Jun-25 Sep-25 Dec-25 Mar-26 Jun-26 Sep-26 Crores LME Copper (USD / MT) 9,792 13,324 14,121 G
Slide 31: Robust Balance Sheet with Comfortable Debt Maturities and Strong Liquidity
Robust Balance Sheet with Comfortable Debt Maturities and Strong Liquidity. Gross Debt – Rs. 19,355 Crores Liquidity – Rs. 17,474 Crores (as of 30th Sep 2026) (as of 30th Sep 2026) Comfortable Debt Repayment Schedule1 Commited Undrawn Facilities 2,694 Short Term Debt 4,313 4,432 Including RCF Roll 7
Slide 32: Gross Amount of Consideration
Gross Amount of Consideration. (all figures are Rs. in Crores) FY2026 Q2FY26 Q2FY27 H1FY26 H1FY27 Gross Amount of Consideration 194,010 45,985 58,174 92,978 1,12,598 Less: Throughput revenue1 50,722 11,606 14,619 24,496 29,051 Economic Revenue 143,288 34,379 43,555 68,482 83,547 (including JVs) Less
Slide 33: Safe Harbour Statement. Glossary.
Safe Harbour Statement. Glossary. The contents of this presentation are for informational purposes only and for the 1. Revenue: Revenue from operations reader’s personal non-commercial use. The contents are intended, but not guaranteed, to be correct, complete, or absolutely accurate. This presentat
Slide 34: Thank you
Thank you. © Motherson Group All rights reserved by Motherson and/or its affiliated companies. Any commercial use hereof, especially any transfer and/or copying hereof, is prohibited without the prior written consent of Motherson and/or its affiliated companies. In case of transfer of information co
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